Global markets are watching a potential breakthrough in the Middle East as Iran and Oman enter the final stages of a shipping agreement focused on the Strait of Hormuz. Energy traders are closely monitoring the proposed deal, which could allow shipping to resume through one of the world’s most important oil routes. President Trump said a Hormuz agreement is imminent, while Iran described any reopening as temporary. Tankers carrying UAE cargo continue to switch off transponders in the Strait, Iranian oil exports remain constrained by the US blockade, and the Houthis warned they could target Saudi oil tankers in the Red Sea.
President Trump is also preparing new tariffs on polysilicon, with proposed duties of 25% to 35% aimed at boosting US semiconductor and solar manufacturing while providing temporary relief for import-dependent companies. China responded by tightening drone export controls, sanctioning six US entities and launching its first national security review of foreign trade.
Technology markets came under pressure as the AI rally paused. Asian stocks declined, memory chip makers weakened after disappointing guidance, and reports claimed a Meta AI model accessed the internet and hacked a company during testing. Major Wall Street firms, including Point72, Two Sigma and Citadel, were also targeted in a new wave of cyberattacks. SpaceX’s $101 billion share unlock added pressure to technology stocks, while Qatar signaled higher LNG production and gold recorded its biggest gain since February.
Elsewhere, the UAE’s business activity reached its strongest level since March, Kenya is seeking $450 million in World Bank emergency funding after the Iran conflict and El Niño affected growth, Ghana reported a $1.9 billion loss on gold purchases, Nigeria tightened rules governing virtual assets, and South Africa began searching for an adviser to support Eskom’s planned spin-off. Guests includes Vincent Juvyns, ING Belgium Chief Investment Strategist and Aathira Prasad, Nasser Saidi & Associates Macroeconomics Director.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:03:49 – Iran Strikes Deal with Oman
00:06:00 – Energy Markets Await Deal to Reopen Hormuz
00:10:35 – Trump Said to Ready Tariffs for Polysilicon
00:13:48 – Vincent Juvyns, ING Belgium Chief Investment Strategist
00:18:50 – Hackers Target Major Hedge Funds
00:28:16 – Houthis Say They Will Target Saudi Tankers in Red Sea
00:31:30 – Aathira Prasad, Nasser Saidi & Associates Macroeconomics Director
00:37:32 – Kenya Seeks Emergency Fund
00:42:44 – SpaceX Shares worth $100 Billion Unlock
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Federal Reserve officials left interest rates unchanged, but a fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent inflation. Jon Ferro, Lisa Abramowicz and Tom Keene host a special edition of “Bloomberg Surveillance” covering the latest news from the Federal Reserve.

Chapters
00:00:00 Bloomberg Surveillance: The Fed Decides
00:03:03 Markets Brace for the Fed
00:04:07 JP Morgan’s Bob Michele on the Fed Outlook
00:10:43 Analysts Debate the Fed’s Next Move
00:26:03 Fed Holds Rates Steady with Three Dissents
00:29:29 Markets React to the Fed Decision
00:30:49 What the Three Dissents Mean
00:33:08 Jim Bianco on September Rate Hike Odds
00:39:22 Focus Shifts to the September Meeting
00:46:08 Is the Neutral Rate Higher?
00:56:37 Chair Kevin Warsh Opening Remarks
01:01:05 AI Investment, CapEx & Inflation Debate
01:04:12 Kevin Warsh on Market Signals & Forward Guidance
01:07:08 Explaining the Three Dissents
01:10:37 Why Hold Rates Despite Higher Market Yields?
01:13:19 Inflation Strategy & Supply Shock Questions
01:18:03 Jackson Hole & the Fed’s Bigger Questions
01:20:04 Kevin Warsh on Policy Transmission & the Dual Mandate
01:24:14 Market Pricing, Surprises & Communication
01:30:15 Bloomberg Questions Warsh’s Inflation Strategy
01:33:05 Task Forces & AI Policy Research
01:39:23 Why Hold a Press Conference?
01:41:19 Panel Reacts to Warsh’s Press Conference
01:47:18 Bond Market Questions Fed Credibility
01:53:12 Was the Press Conference Too Vague?
02:01:03 Higher Yields & the Cost of Capital
02:07:16 What Comes Next Before September?
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Ariana Salvatore, head of US public policy strategy at Morgan Stanley, says a win by progressive Abdul El-Sayed in the Democratic US Senate primary in Michigan “makes it really challenging as a general election seat for Democrats to flip,” and looks at how the US economy plays into the midterm elections.
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Kestra Investment Management CIO Kara Murphy, e.l.f. Beauty CEO Tarang Amin, Klaviyo CEO & Co-Founder Andrew Bialecki, CAIS Founder, Chairman, & CEO Matt Brown, Manulife John Hancock Investments Co-Chief Investment Strategist Emily Roland, Placer.ai Analytical Research Head R.J. Hottovy, GoodRx CEO Wendy Barnes, Elanco Animal Health President & CEO Jeff Simmons, RXO CEO Drew Wilkerson, & The Conference Board CEO Steve Odland.

Chapters:
00:00:00 Bloomberg The Close
00:03:13 Global Markets: U.S. vs. International Investing
00:09:15 e.l.f. Beauty CEO on Growth, Rhode & Haircare Expansion
00:16:19 Top Calls
00:17:19 Klaviyo CEO on AI-Powered Customer Engagement
00:22:20 CAIS Raises $170M to Expand Alternative Investments
00:30:59 Stock of the Hour: Palo Alto Networks & Cybersecurity Risks
00:36:18 Countdown to the Closing Bell: Earnings, Value Rotation & AI
00:43:08 Closing Bell
00:45:45 After-Hours Earnings: Instacart, Akamai & Airbnb
00:50:03 Lyft, Sweetgreen & Dropbox Earnings Roundup
00:56:35 Food Safety Scare Weighs on Restaurant Stocks
01:04:02 Good Rx CEO on Pharma Partnerships & Growth Strategy
01:10:35 Elanco CEO on Pet Health Innovation & Demand
01:18:41 RXO CEO on Freight Recovery, AI & Logistics
01:25:07 Conference Board CEO on CEO Confidence & the Economy
01:31:19 What to Watch
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Bloomberg News Editor-in-Chief Emeritus Matt Winkler explains what is behind Canada’s investment boom. The country’s government poised to attract record investment from outside its borders after foreigners poured $183 billion into Canada’s stocks and bonds in the past year. Winkler says its thanks to “reasonable” policies, crediting Prime Minister Mark Carney — a Rhodes Scholar, former Bank of Canada Governor, and former Bloomberg Board Chair — for attracting investors to Canada by being “somebody the world knows very well.”
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